Job Description

Customer Service Officer Job, Current Customer Service Jobs Kenya 2022, 

Job Description

The incumbent will be responsible for enforcing underwriting controls in the branch including on-barding, certificates, booking of business, documentation, Implementing underwriting guidelines, processes and procedures to ensure quality underwriting and business, ensuring profitability of the branch through quality control and on-boarding, ensuring quality documentation, timely turn around and maintaining excellent customer service and retention support.

Responsibilities

• Enforce underwriting controls


• Ensure compliance with underwriting guidelines


• Debiting of premiums and processing of policy documents within set timelines


• Debiting and processing of renewal endorsements


• Processing and checking of underwriting Documents


• Issuing of Endorsements


• Issuing of Motor Certificates


• Issuing and signing of yellow cards


• Review and dispatch of notices within set TAT


• Ensure work is done within the set standards of service – Customer service charter


• Do a detailed weekly mail reports on outstanding work.


• Give quality customer service to all our clients.


• Safe keeping yellow cards.


• Daily scanning and indexing of mails


• Issuance of valuation letters and follow up


• Adherence to the credit control policy


• Follow up renewals and reporting on status


• Processing of client and Bank refunds


• 100% Adherence to the authority matrix


• Adherence to the underwriting guidelines and memos


• Ensure registry is fully maintained in an orderly and is up to date


• Ensure compliance of AML and PEP guidelines


• Ensure cross sale and up sale opportunities are maximized.


• Premium receipting of Mpesa, VISA and cheque payments and ensure cheques are banked on time -GI and Medical


• Issuing customers with updated/ correct customer statements


• Assisting clients with claims reporting (both GI & Health) and follow ups with Head office


• Onboarding of retail medical clients and ensuring the customers receive medical cards


• Perform any other duties as may be required by the management.

SKILLS AND COMPETENCIES

• Basic Underwriting skills


• Customer service skills


• Good Communication Skills


• Computer Literate

Qualifications

• Business Related Degree


• Advanced Industry Qualifications/ C.O.P


• 1 year’s experience preferably in the Insurance Industry

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